See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,526 | $65,041-70.0% | $90,951-78.5% | $79,858-75.5% |
| Participation rate | 27.1% | 61.6%-34.5pp | 69.0%-41.9pp | 69.6%-42.5pp |
| Annual return | 28.82% | 30.45%-1.6pp | 134.60%-105.8pp | 31.71%-2.9pp |
| Employer contribution / active EE | $587 | $1,247-53.0% | $2,122-72.4% | $2,471-76.3% |
| Participant deferral / active EE | $1,470 | $2,512-41.5% | $3,373-56.4% | $3,740-60.7% |
| Admin fee / account holder | $238 | $4,536-94.8% | $5,959-96.0% | $5,306-95.5% |